Maya Stojkovich
An early look at alts marketing—it’s a steep climb to the second trillion
A spot check suggests that advisor education and promotion is still at the foundational stage.
The New York media trip: Taking investment pros on the road
Your market strategists and rockstar portfolio managers frequently get to New York where many in the financial media live and work. Taking advantage of their…
Advisorpedia: “How AI Search Could Lead to a Boost in Visibility for Investment Firms”
You’ve likely read about the transformative potential of artificial intelligence (AI) in investment management. To the extent that AI is used for information queries, it…
How AI search could lead to a boost in visibility for investment firms
This is big. You’ve likely read and heard your fill of the transformative potential of artificial intelligence (AI) not just in the world but in…
Best practices for sharing news releases
Take every opportunity to leverage the impact of your firm’s news.
Are you ready for AI to summarize your emails?
Artificial intelligence curation of financial advisors’ In boxes will likely require an evolution of ETF and mutual fund marketing email design and content.
SEC Marketing Rule—What is an advertisement?
Ahead of its two-year anniversary, Ben Bishop revisits the rule guiding advisory firm marketing.
Get the hit: 11 tips to land broadcast appearances
Advice from a PR expert on how to score with financial news and podcast networks.
Subscribe.
Receive the latest
LoweDown blog posts.